Relationship Manager | Mandarin Bilingual

Manpower Outsourcing Services, Inc.; Makati; On-site; PHP 3,769,000 - 5,653,000; Full time

Job summary

Manpower Outsourcing Services, Inc. is seeking an experienced Relationship Manager to develop and maintain strong relationships with high-net-worth individuals, corporate and institutional clients.

You will identify opportunities through referrals, networking, and market development while understanding clients' financial objectives and risk profiles. You will coordinate with internal teams, prepare proposals, and ensure compliance with AML/KYC and regulatory requirements, delivering high-quality

Qualifications

• Bachelors degree in finance or related field.
• 5+ years in relationship management within banking/financial services.
• Experience managing corporate, commercial, private banking, wealth management, or institutional clients.
• Strong knowledge of banking products, financial solutions, and credit/financial analysis.
• Experience in client acquisition and portfolio management is highly preferred.
• Strong understanding of KYC, AML, compliance, and risk management requirements.
• Excellent communication, negotiation, presentation, and interpersonal skills.
• Strong business development and relationship-building capabilities.
• Ability to work independently in a fast-paced, target-driven banking environment.
• Fluency in English; Cantonese and/or Mandarin would be advantageous for some markets.

Responsibilities

• Manage and maintain relationships with high-net-worth, corporate, or institutional clients as assigned.
• Develop new business opportunities through client acquisition, referrals, networking, and market development.
• Understand clients' financial objectives, business needs, investment requirements, and risk profiles.
• Recommend appropriate banking, lending, investment, wealth management, and financial products.
• Act as the primary point of contact for assigned clients and ensure high-quality customer service.
• Monitor client portfolios and identify cross-selling and up-selling opportunities.
• Conduct client meetings, presentations, account reviews, and business discussions.
• Coordinate with Credit, Risk, Compliance, Operations, Investment, and Product teams to meet client requirements.
• Prepare and review financial information, credit applications, account documentation, and client proposals.
• Ensure all activities comply with AML/KYC requirements and risk controls.

Skills

Relationship management

Client acquisition

Portfolio management

Communication skills

Negotiation

Presentations

English fluency

Cross-team coordination

Financial product knowledge

Independent worker

Education

Bachelor's degree in Finance, Banking, Business Administration, Economics, Accounting, or related field

Job description

About the role

This role involves managing and maintaining strong relationships with high-net-worth individuals, corporate clients, or institutional clients. You will develop new business opportunities through client acquisition, referrals, networking, and market development, while understanding clients' financial objectives, business needs, investment requirements, and risk profiles.

Key responsibilities

• Manage and maintain strong relationships with high-net-worth individuals, corporate clients, or institutional clients, depending on the assigned portfolio
• Develop new business opportunities through client acquisition, referrals, networking, and market development
• Understand clients' financial objectives, business needs, investment requirements, and risk profiles
• Recommend appropriate banking, lending, investment, wealth management, and financial products based on client requirements
• Act as the primary point of contact for assigned clients and ensure high-quality customer service
• Monitor client portfolios and identify opportunities for cross-selling and up-selling relevant banking products and services
• Conduct client meetings, presentations, account reviews, and business discussions
• Coordinate with internal teams such as Credit, Risk, Compliance, Operations, Investment, and Product teams to facilitate client requirements
• Prepare and review financial information, credit applications, account documentation, and client proposals
• Ensure all client activities and transactions comply with Hong Kong banking regulations, AML/KYC requirements, internal policies, and risk controls

About you

• Bachelor's degree in Finance, Banking, Business Administration, Economics, Accounting, or a related field preferred
• 5+ years of relevant experience in relationship management within banking or financial services
• Proven experience managing corporate, commercial, private banking, wealth management, or institutional clients
• Strong knowledge of banking products, financial solutions, and credit/financial analysis
• Experience in client acquisition and portfolio management is highly preferred
• Strong understanding of KYC, AML, compliance, and risk management requirements
• Excellent communication, negotiation, presentation, and interpersonal skills
• Strong business development and relationship-building capabilities
• Ability to work independently in a fast-paced, target-driven banking environment
• Fluency in English is required; Cantonese and/or Mandarin would be an advantage for the Hong Kong market